Institutional Ownership Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI). We have compiled data on the 520 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
6,237,518
shares
|
$199 Million
29.57% of portfolio
|
Q2 2024
Added 2.41%
|
|
Cable Hill Partners, LLC
Portland, OR |
Jul 22, 2024 Q2 2024 |
5,466,015
shares
|
$174 Million
18.48% of portfolio
|
Q2 2024
Added 3.59%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
5,111,180
shares
|
$163 Million
0.01% of portfolio
|
Q2 2024
Added 8.92%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
4,243,055
shares
|
$135 Million
0.02% of portfolio
|
Q2 2024
Added 145.41%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
4,137,258
shares
|
$132 Million
0.22% of portfolio
|
Q2 2024
Added 7.43%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
3,432,784
shares
|
$109 Million
15.28% of portfolio
|
Q2 2024
Added 2.98%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,651,471
shares
|
$84.5 Million
0.02% of portfolio
|
Q2 2024
Added 109.24%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,577,335
shares
|
$82.1 Million
0.02% of portfolio
|
Q2 2024
Added 1.79%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
2,469,283
shares
|
$78.7 Million
0.79% of portfolio
|
Q2 2024
Added 19022.46%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
2,315,639
shares
|
$73.8 Million
0.88% of portfolio
|
Q2 2024
Added 18.4%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
2,292,311
shares
|
$73.1 Million
1.94% of portfolio
|
Q2 2024
Added 183.94%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
2,128,415
shares
|
$67.8 Million
0.12% of portfolio
|
Q2 2024
Added 15.72%
|
|
Marquette Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
2,036,636
shares
|
$64.9 Million
10.29% of portfolio
|
Q2 2024
Added 2.0%
|
|
Lvz, Inc.
|
Jul 24, 2024 Q2 2024 |
1,887,201
shares
|
$60.1 Million
7.67% of portfolio
|
Q2 2024
Added 0.85%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
1,868,990
shares
|
$59.6 Million
0.96% of portfolio
|
Q2 2024
Added 11972.02%
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 02, 2024 Q2 2024 |
1,822,264
shares
|
$58.1 Million
12.66% of portfolio
|
Q2 2024
Added 26.38%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,815,008
shares
|
$57.8 Million
1.55% of portfolio
|
Q1 2024
Added 2.48%
|
|
Rvw Wealth, LLC
|
Jul 08, 2024 Q2 2024 |
1,748,176
shares
|
$55.7 Million
5.44% of portfolio
|
Q2 2024
Added 6.63%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,667,071
shares
|
$53.1 Million
0.02% of portfolio
|
Q2 2024
Added 97.99%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,605,339
shares
|
$51.2 Million
4.42% of portfolio
|
Q2 2024
Added 6.87%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,591,559
shares
|
$50.7 Million
0.27% of portfolio
|
Q2 2024
Added 4.15%
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
1,562,639
shares
|
$49.8 Million
8.62% of portfolio
|
Q2 2024
Added 61.7%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
1,558,413
shares
|
$49.7 Million
0.11% of portfolio
|
Q2 2024
Added 17.39%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,520,432
shares
|
$48.5 Million
15.27% of portfolio
|
Q3 2022
Added 482.39%
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
1,466,379
shares
|
$46.7 Million
8.8% of portfolio
|
Q2 2024
Added 2.44%
|